Updating Dash

What Will You Need?

• AWS User With Administrator Permissions – (the CloudFormation template creates resources that require a higher permission set)

• Latest Dash Compliance Platform CloudFormation Template

• Existing Dash Compliance Platform in your AWS account 

• About 5 minutes of time

Updating to v2.9.0

Dash v2.9.0 introduces a new SaaS Contract pricing. This pricing is a lot simpler and provides more transparent billing to Dash customers. In order to update to v2.9.0, clients should follow the steps below:

1. Create a Backup of existing application - To ensure that all Dash application data is available, it is important that your team creates a Dash backup. This backup will save all configuration in case of a stack or application issue.

   1. Follow the instructions in the “Backing Up Existing Application Data” section below to create a backup and confirm it’s availability.

   2. Confirm that the backup is visible in the settings and then proceed to Step #2.

2. Subscribe to the New Dash Listing - Navigate to to the new Dash ComplyOps listing on AWS Marketplace.

   1. Login to your AWS account

   2. Select your Dash pricing plan > Subscribe to new Dash listing

   3. You may be directed to a form page to “Add Organization” (with fields for Organization Name, Organization Contact Email, etc)

      1. You can skip this page, since your team has an existing organization/license

3. Update CloudFormation Stack - Update your Dash application CloudFormation stack to v2.9.0.

   1. Download the latest 2.9.0 CloudFormation template here.

   2. Follow the Dash update instructions listed below to update your stack using the 2.9.0 CloudFormation template.

   3. Login to Dash and confirm that you are able to access the Dash application

4. Unsubscribe from Old Dash Listing - Once you have confirmed that the new application is operational, unsubscribe from the old Dash application listing.

   1. Login to AWS

   2. In the top search bar navigate to “AWS Marketplace Subscriptions”

   3. Navigate to "Dash ComplyOps" (SaaS listing, not SaaS Contract) > Click the "Manage" button

   4. Click "Actions" > "Cancel Subscription" > Confirm Unsubscribe

Backing Up Existing Application Data

Before updating the Dash application to a new version, your team should backup your existing application data.

Organizations with versions Dash applications below v2.4.0, should contact Dash for update instructions

For Dash v2.4.0 and above, your team can take the following steps to backup existing application data:

1. Login to your Dash application and navigate to the Settings Page.

2. Click on “Backup and Restore” in the Settings menu options.

3. Click the “Create Backup” button. A loading screen will appear for 10 seconds or longer.

4. Confirm that your backup has been created by clicking on the “Restore Backup” button. You should be able to see a backup listed with the most recent creation time in the popup modal.

5. Once your team has confirmed that your a backup has been successfully created for your Dash application data, your team can move on to next steps for updating the application.

Update Instructions

1. Logout of any existing Dash ComplyOps application.

2. Download the latest CF (CloudFormation) template.

3. Log into AWS account and pick your region with existing Dash Compliance Platform installation

4. Go to CloudFormation and choose existing Dash ComplyOps installation.

5. Select Stack and press button Action → Update Stack

6. Select the radio button Replace Current Template. Use the latest CF Template.

7. Click “Next”. 

8. Go to next page, and click “Next“. No changes are required.

9. Go to next page, and click “Next“. No changes are required.

10. On this page check the checkbox “I acknowledge that AWS CloudFormation” might create IAM resources with custom names. and click “Update“.

11. The update will take a few minutes. After that, you should see that the update completed successfully. The CloudFormation Stack will have the status “Update Complete”.

After updating Dash ComplyOps, you may need to take the following steps to see changes to your version of the Dash application:

• Logout of the Dash application (If you are still currently logged in).

• Refresh the Dash webpage in your browser.

• Consider clearing application data/cache in the browser by taking the following steps:

  • Go to the Dash URL

  • In Chrome - Right click and select the option “Inspect”

  • Go to the “Application” tab

  • Click “Clear site data”

  • Close the inspect window and refresh the page